Feature Spotlight: Bulk Trust to General Transfer

Feature-Spotlight-Bulk-Trust-to-General-Transfer

Often when following a routine billing cycle (ex: monthly) and holding client retainers in trust, you need to debit multiple client trust ledgers to pay the firm. 

Did you know that from the Activities area in CosmoLex, you can actually apply these funds in bulk? In one step, you can debit multiple matter ledgers and apply it to those matters’ unpaid balances resulting in one trust withdrawal.

Even better, the details of that transaction will breakdown which invoices and matter ledgers it is linked to. 

Feature-Spotlight-Bulk-Trust-to-General-Transfer

To learn more about this feature as well as other invoice payment options, take a look at our support article.

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